April 2016

In This Issue:

~April Membership meeting~
~President's Message~
~April News~
  • Seven Attributes of Highly Promotable People 
  • How to Avoid Hiring Mistakes
  • National AFWA events and Webinars

~Board of Directors~

~Committee Updates~

~AFWA Foundation~

~Annual Conference~



  Date:  Tuesday, April 26, 2016
  Doors Open:  6:00pm
  Location:  Biltmore Hotel & Suites
    2151 Laurelwood Road
    Santa Clara, CA 95054

April Membership Meeting
LinkedIn Training and Creating a Powerful Professional Profile 
                           Sandra Clark
With more than 20 years of training experience in Silicon Valley, Sandra Clark now provides individuals and companies with professional, customized LinkedIn workshops and coaching. She works with individuals from a variety of industries-from high tech to service businesses-to create and manage their LinkedIn presence. She also speaks frequently about LinkedIn to professional organizations in Silicon Valley. (Please Note: Sandra is not officially affiliated with the actual company.)

Having a personal brand is a critical component in the modern professional's life. LinkedIn is a powerful tool for growing that personal brand, finding employment and building a career. Once you create a powerful LinkedIn profile that is attractive to potential employers, you can then use that profile to build your network and add value to your company.

In this practical and informative presentation, you will learn how to use the world's largest business network to effectively represent yourself both passively if someone you meet looks at your profile and actively to gain attention from recruiters and employers. You will see how LinkedIn can help you enhance your personal brand and promote your expertise.

You may reach Sandra via email Sandra at linkedinmentoring.com 
Please Note: Get registered online early since the registration will close the Sunday before the meeting.  Cost at the door the day of goes up for guests AND members. 



Eileen Perry 
AFWA - Silicon Valley Chapter President
Happy April! Hope everyone had a great Easter Holiday. April is the month we give out our scholarship awards to local students studying in accounting or finance. We are given the opportunity to hand out scholarships each year due to our generous sponsors. Participation and support of our highly valued sponsors is integral to the success of our scholarship program! If you are interested in more details and the benefits of being a sponsor for our 10th annual Spring Gala in May, please don't hesitate to contact Edronda Guiriba at (408) 250-9552 or email her at EdrondaGuiriba@gmail.com. Please confirm as soon as possible to maximize your exposure but, no later than May 10, 2016. Being a past recipient of our local scholarship program, I can say how beneficial it is to receive one. I encourage anyone who may not have the ability to sponsor to consider donating which can be done via our website (http://www.afwasiliconvalley.org/sponsors.html) by clicking the green, "donate now" icon at the top of the screen.

If you cannot donate or sponsor, simply reaching out to someone who you feel may benefit from the exposure of being a sponsor for our gala this year is just as beneficial. If you would like more information to provide someone you feel might benefit in being a sponsor, please feel free to contact Edronda as well.

Thank you in advance for your support and participation! Hope to see you at our scholarship awards dinner on April 26th and or our 10th Annual Spring Gala May 24th!


Seven Key Attributes of Highly Promotable People

By Hank Boyer

As an employee - whether part-time, full-time, contract or otherwise - your day-to-day performance places you in one of two categories: promotable or not promotable. Getting a promotion starts months (or years) before the promotion date.

What makes someone promotable? Here are seven attr ibutes of highly promotable people.

1. Doers, not talkers
2. Solvers, not excuse-makers
3. Selfless, not selfish
4. Respectful, not inconsiderate
5. Outward focused, not self-focused
6. Givers, not takers
7. Integrity and trust, not questionable motives 
continue reading this article

How To Avoid Hiring Mistakes and High Cost of Bad Hire

Faced with a shortage of highly skilled accounting and finance talent, hiring in the finance sector right now is  challenging at best. But even though you have to act fast to land your top candidate, you shouldn't be hasty.

The costs of a bad hire are high. A recent  Robert Half survey shows that the top two effects of hiring mistakes are decreased staff morale (39 percent) and lost productivity (34 percent). Monetary costs, cited by one in four respondents, came in at third place.

It's important to get it right the first time around. Here are some tips for avoiding hiring mistakes:

  • Write spot-on job ads
  • Vet the applications
  • Do a phone screening
  • Bring in top candidates
  • Check references
  • Check backgrounds

National CPE and other events

AFWA offers a variety of networking and educational events for our members - many offering CPE through AFWA's NASBA registration. From the monthly local chapter meetings featuring educational topics, to spring and national conferences, to our lineup of webinars, we've got something for you!

Nationwide events-
  • San Diego, CA | 4/16/2016 - End of Tax Season Celebration and Wine Tour
  • Milwaukee, WI | 4/18/2016 - Post Tax Season Networking event
  • Plano, TX | 4/19/2016 - Happy Hour Networking event
  • Tysons, VA | 4/19/2016 - Panel discussion (1 CPE)
  • Troy, MI | 4/21/2016 - 10 Ways to Maximize Your Work Day and be Productive!
  • Buffalo, NY | 4/25/2016 - Forensic Accounting Update (1 CPE)
  • Nashville, TN | 4/26/2016 - Sip and Shop
  • Milwaukee, WI | 4/26/2016 - Medicare Planning
  • Silicon Valley, CA | 4/26/2016 - LinkedIn Training
  • Chattanooga, TN | 4/27/2016 - 60th Annual Public Relations luncheon
  • Tacoma, WA | 4/30/2016 - Student event: Panel discussion on mentoring (1 CPE)


  • 4/12/2016 - Ask the Pro Series with Cheryl Heitz, AVP Northern Arizona University (1 CPE, Professional Development)
  • 4/21/2016 - Savvy Series: Staying Relevant (1 CPE, Personal Development)
  • 4/28/2016 - All Things Members: Chapter Structure and Non Dues Revenue
more details here


Board President:
Eileen Perry

Program Director:
Nicole Sheets

Newsletter/Web Chair:
Amrit Dhaliwal

President Elect:
Edronda Guiriba

Scholarship Director:
Julia Becklund

Hospitality Director: 
Allyson Girardi

Sue Stokke

CPE Chair:
Deborah Rosengarten

Hospitality Co-Chair: 
Barbara Lietzan

Lois Vega 
Membership Chair:
Fiona Stephenson, ACA

Immediate Past President:
Nicole Letellier



Chair: Nicole Sheets


There is an excellent line-up of programs for the Silicon Valley Chapter this year, and most of them qualify for CPE!  Check out the line-up as we have engaged some dynamic and outstanding speakers coming up for 2016.

LinkedIn Training and Creating a Powerful Professional Profile
Speaker: Sandra Clark

10th Annual Spring Wine Gala
Credit Report and Credit Scores, what every consumer should know
Speaker: Ben Dupre  
Date- 06/28/16 
Speaker: TBD  

Fiona Stephenson, ACA
  • All Levels of Accounting & Finance
  • Bookkeepers
  • Corporate Accounting Finance
  • Public Accounting
  • Management & Educators
  • Recruiters
If you would like to join the Silicon Valley Chapter of AFWA, follow the link to our National website:
Please feel free to complete the application or forward a copy to someone you think would benefit from joining our Chapter.
Prestigious status of professional affiliation
  • National contacts for networking and professional information
  • Forum for CPE
  • Scholarships
  • Leadership opportunities in supportive arena
  • Subscription to Accountability e-newsletter 
  • National and regional conferences at a discounted rate
  • Access to Career Center
  • Access to AFWA's LinkedIn, Facebook and Twitter groups and National online membership directory
  • Discounted membership to the Institute for Management Accountants (IMA)
  • Discounted products and services through affiliation agreements (CPA review courses, CCH tax & accounting books, Long Term Care Insurance and Bank of America credit card)
Email Fiona- fiona.stephenson@rhmr.com

Hospitality Chair: Allyson Girardi
CPE Chair: Deborah Rosengarten, CPA

Reservation and cancellation policy:  
Reservations or cancellations are requested by noon on the Friday preceding each meeting.  Email Allyson- allyson.girardi@gmail.com to reserve or cancel. The goal is an accurate count for the hotel.  Unreserved members (not guests) incur a surcharge of $5.00.
Reserved members or guests who are no-shows will be billed if not cancelled by noon the preceding Friday. We do want you to come to the meetings and reservations are helpful but if you have to cancel let us know beforehand to avoid incurring the cost of the meal.

WE ACCEPT CREDIT CARD PAYMENT AT THE DOOR with higher cost. Online registration will close on Sunday before the event day. 
Volunteers are always welcome at our monthly membership meetings. Lend a helping hand to make our monthly events and meetings even more interesting while building a great network and forming new relationships.
CPE credit is available for participating in any of our qualified programs.  See Debbie for more details in person at the meeting.

Chair: Amrit Dhaliwal

Send in your articles!


We encourage our membership to submit articles of interest for our monthly newsletter.  Please make your submission under the following criteria...

  • Prepared as a Microsoft Word document
  • Photos in JPEG format
  • Captions are okay, no imbedded text, please

The newsletter is prepared and distributed on a monthly basis.  Visit our web site at www.afwasiliconvalley.org.  If you have questions regarding articles to submit or about the newsletter, email the newsletter chair, Amrit, amrit@expertquote.com.


Amrit is interested in hearing about your latest achievements and activities too, she will include the appropriate content in next newsletter. 

There are three sponsor levels of contribution established for the scholarship fund:
Sponsorship up to $150.00 
Sponsorship up to $200.00 
Sponsorship $350.00 or more

Share  the information! 
See Julia Becklund for more  details.
(Please contact Julia for information about our annual May Gala sponsor prices.)
Contact- julia@pcnt.com   


The Foundation is all about us, accounting and financial professionals, we strive every day to make a difference in the financial world and in our communities. The Foundation is charged with raising funds for national scholarships, and educational advancement of our peers and rising leaders. 


The Foundation offers each of us the opportunity to support the future direction of the profession where we have gained our own personal successes.


It is important to support those entering the profession and working alongside us. Those that follow in our footsteps have much to teach us and much to learn from us. They embody the next generation of accounting and financial professionals. Our goal for you and AFWA is to lead the way in their development.




The Foundation promotes and advances education, career development and leadership in finance and accounting. Our vision is to guide women along the path to achieve success in finance and accounting.



 Founded in 1938, AFWA/ASWA provides  women in accounting and finance the  leadership, education and networking  opportunities needed to achieve their career  goals. Celebrating 75 years as the only  organization that solely represents the interest  of women in the entire accounting and finance  community. The organization's mission is to  enable women in all accounting and related  fields to achieve their full personal,
professional and economic potential and to  contribute to the future development of their  profession.